Towneley Capital Management’s Harbor Long-Term Growers ETF WINN Stock Holding History

Towneley Capital Management’s Portfolio WINN Stock Details WINN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.2M	Buy	1,146,114 +3,726	+0.3%	+$118K	7.3%	3
2026 Q1	$31.7M	Buy	1,142,388 +11,734	+1%	+$348K	6.63%	4
2025 Q4	$35.2M	Buy	1,130,654 +333	+0%	+$10.4K	7.41%	3
2025 Q3	$35.2M	Sell	1,130,321 -34,714	-3%	-$1.04M	7.65%	3
2025 Q2	$33.9M	Sell	1,165,035 -18,732	-2%	-$490K	7.78%	3
2025 Q1	$29M	Buy	1,183,767 +55,210	+5%	+$1.49M	6.78%	4
2024 Q4	$30.7M	Sell	1,128,557 -6,809	-0.6%	-$183K	7.29%	3
2024 Q3	$29.1M	Buy	1,135,366 +12,812	+1%	+$319K	6.59%	4
2024 Q2	$28.4M	Buy	+1,122,554	New	+$26.6M	6.66%	4

Other funds holding WINN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $119M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Towneley Capital Management's WINN Position: Q2 2026 in Review

Towneley Capital Management increased its Harbor Long-Term Growers ETF (WINN) stake by 0.33% in Q2 2026, buying an estimated $118K and bringing the position to 1,146,114 shares worth $37.2M. The position accounts for 7.3% of the portfolio, ranked #3.

Towneley Capital Management first reported a position in WINN in Q2 2024 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Towneley Capital Management held 1,146,114 shares of Harbor Long-Term Growers ETF worth $37.2M as of Q2 2026.
Towneley Capital Management bought 3,726 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $118K.
Harbor Long-Term Growers ETF made up 7.3% of Towneley Capital Management's portfolio in Q2 2026, its #3 holding.
Towneley Capital Management first reported a position in Harbor Long-Term Growers ETF in Q2 2024 and has held it in 9 quarters since.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.